20090212 Dynamics AX Workflow

Dynamics AX - WorkflowCzeslawa Langowska [email protected] Support Specialist Agenda • Dynamics AX workflow functional – How does it look like? – Which workflows are standard? – How do you configure those? • Workflow from a technical point of view – How do develop a workflow in Ax2009 – How is Workflow orchestrated in AX 2009 – with windows workflow foundation • Tips and tricks around Dynamics AX and integrated technologies • Q&A AX2009 WORKFLOW FUNCTIONAL ANOUK THOMAS DEMO – EXPENSE MANAGEMENT Purchase Requisition payment journal. expense template. draw bill of exchange journal. draw promissory note journal. fixed assets. settle bill of exchange journal • Accounts Payables – Invoice register. fixed assets budget • Accounts Receivables – Payment journal. non-project line item workflow template. invoice journal. invoice approval journal. settle promissory note journal • Trade and Source – Purchase requisition approval • Project Accounting – Project purchase requisition approval • Expense Management – Cash advance request template. project expense line workflow template . ledger allocations. protest bill of exchange journal. redraw bill of exchange journal.Out-of-the-Box Workflow Templates • General Ledger – General journal. redraw promissory note journal. remittance journal. remittance journal. Workflow Overview Workflow Started Configuration Runtime Workflow Workflow Instance Workflow Task Workflow Step Workflow Approval Ken Workflow Step Design Workflow Task Workflow Step Workflow Template Workflow Completed Isaac Michael . WORKFLOW CONFIGURATION . 9 . 10 . 11 . 12 . 13 . 14 . 15 . 16 . 17 . 18 . 19 . 20 . to customize Delegate options Safe limits – – – – 1 person approves Multiple people approve Majority or percentage of people approve 1st line manager • • • • Approval based on role. hierarchy or user Escalation Multiple languages Version management .Summary • • • • • Fully “embedded” in the system Out-of-the-box templates Easy to configure. AX2009 WORKFLOW TECHNICAL CZESLAWA LANGOWSKA . DAX 2009 Workflow architecture . you need to estimate the added load that workflow activities will generate on the workflow server and the database • If you have two users submitting document to Workflow. two instances are started .Workflow topology • Workflow infrastructure consists of: – Workflow runtime for Internet Information Services (IIS) – Workflow runtime for Application Object Server (AOS) • Workflow can be installed on the same IIS server (farm) along with Enterprise Portal. Application Integration Framework (AIF) Web services and SQL Reporting Services (although it is recommended to use dedicated IIS) • While planning your system topology. How workflow is executed . Installation of DAX 2009 Workflow • Before installing Workflow set up the Workflow system account and Workflow execution account in Administration -> Setup -> Security -> System Service Accounts . The Workflow Web server (IIS) uses this account to communicate with DAX (AOS). • Workflow execution account – This account is used for running application business logic and accessing DAX data – The domain account must selected for Workflow system accont \ workflow execution account: • Be a dedicated account • Have a password that does not expire • Have minimal access to network resources .Configure Workflow accounts • Workflow system account – Provides table access to the Workflow infrastructure. 5 Framework which contains Windows Workflow Foundation .NET Business Connector .NET 3.Running axSetup.exe • axSetup will install: – – – – Internet Information Services (IIS) when is not installed ASP.0 Microsoft Dynamics AX .NET 2. NET Business Connector proxy account • After installation coplete add Workflow Web site to trusted sites on AOS server to enable AOS server to communicate with Workflow Web Services . This application pool will run as . The content of the virtual directory will be located at \Program Files\Microsoft Dynamics AX\50\Workflow • Create an application pool MicrosoftDynamicsAXWorkflow50 for the virtual directory.What does axSetup do? • You have to create Web site before you run axSetup otherwise Workflow will be installed on Default Web Site • Create a virtual directory MicrosoftDynamicsAXWorkflow50 for Workflow located under selected Web site in IIS. Workfolow Infrastucture Configuration wizard • Wizard is available in Administration -> Setup -> Workflow infrastructure wizard • Configure Workflow processing batch job (Workflow Message processing – class SysWorkflowMessageQueueManager) • Configure the Workflow due date batch job (Workflow Due date expiration – class WorkflowWorkItemDueDateJob) . 0 Event ID: 1314 Level: Information Event message: File authorization failed for the request.0.Problem with Workflow (1/2) • On Windows 2008 when you run Workflow infrastructure wizard during validation you get error „The request failed with HTTP status 401: Unauthorized and in event viewer following error is logged: Log Name: Application Source: ASP.NET 2.50727.asmx User: EUROPE\BE-CZLANGOW03$ Is authenticated: True .asmx Request path: /MicrosoftDynamicsAXWorkflow50/AxWorkflowInstance. Application information: Application domain: /LM/W3SVC/1/ROOT/MicrosoftDynamicsAXWorkflow50-4-128727879546410661 Trust level: Full Application Virtual Path: /MicrosoftDynamicsAXWorkflow50 Application Path: C:\Program Files\Microsoft Dynamics AX\50\Workflow\ Request information: Request URL: http://be-czlangow05/MicrosoftDynamicsAXWorkflow50/AxWorkflowInstance. Problem with Workflow (2/2) • AOS account does not have permission for path „\Program Files\Microsoft Dynamics AX\50\Workflow\ „ • To solved this problem is enough to give AOS account (in my case EUROPE\BECZLANGOW03) read permissions for that folder: . How to mantain Workflow • Basic -> Inquiries -> Workflow history we can check every workflow special the one which were Stopped(Error) and verify what was the reason • In event viewer there is new node added called Microsoft Dynamics AX Workflow (in Windows 2008 you can find it under Application and Services Logs: . How to mantain Workflow • You can use Tutorial_WorkflowProcessor form in AOT \ Forms node to simulate batch processing for workflow (as well as for testing purposes) . axc" /> .Several instances of Workflow on one IIS server • Common question from partner • It is not possible with Dynamics AX 2009 RTM and with SP1.config of <appSettings> you will be able to set up Configuration Workflow <add key="BUSINESS_CONNECTOR_CONFIGURATION" value="TestBC"/> which BC.NET should use to connect AOS </appSettings OR <add key="BUSINESS_CONNECTOR_CONFIGURATION" value="c:/yourconfigfile. although we are aware of this problem • Sustain engineering delivered the hotfix KB960801. • Hotfix should be install and in web. . • Is Microsoft Share Point installed? By default. are there valid working times in the system to assign a work item to? Basic -> Common forms -> Calendar • Is workflow installed? By default. workflow may not be installed. Create a new web site URL for workflow on a different port using IIS Manager.Troubleshooting workflow • Is there a number sequence for configuration IDs? Basic -> Setup -> Settings for workflow • If you use the WorkflowWorkCalendarDueDateProvider. Share Point and other Web programs may use the IIS Default Web Site. on the Setup pane in the Basic -> Setup -> Setting for workflow click the Administration tab. and then click Validate.Troubleshooting workflow • Do you have rights to run workflow? A valid security account must be set up. Administration -> Setup -> User groups click on Premissions Viewing: Workflow • Do you have a valid workflow URL for the Internet Information Service (IIS)? To validate your workflow URL for IIS. • Are workflow system accounts set up for workflow? Administration -> Setup -> Security > System service accounts. set an Alias and Network domain for the Workflow System Account and the Workflow Execution Account. . BusinessConnectorNet.0. System Information: PID: 5092 Component: C:\Windows\assembly\GAC_64\Microsoft.Troubleshooting workflow • Look into Basic -> Inquiries -> Workflow history is there any error mentioned? • Look into Microsoft Dynamics AX Workflow event log – is there any errors mentioned? • Look into Application event log – is there any errors mentioned from BC. Dynamics .Dynamics.dll Registration: .Dynamics.NET Business Connector has been started.Net Build number: 593 Configuration: BCDebug System directory: C:\Program Files (x86)\Microsoft Dynamics AX\50\Client\ Application: Database: AOS: BE-CZLANGOW03 X++ debugging: Enabled .0__31bf 3856ad364e35\Microsoft.NET started correctly? If it is you will get Information: Microsoft Dynamics AX Business Connector Session 10.NET ? Is BC.0.BusinessConnectorNet\5. Dynamics. Microsoft. Dynamics Adapter LogonAs failed.NET does not start and error is logged: Session log on for Microsoft Dynamics failed.FatalSessionException … Microsoft.Exceptions.NoIISRightsExc eption • The “Enterprise Portal Framework” license is required because the DAX workflow runtime ultimately uses the .Framework.Session .Dynamics.BusinessConnector.BusinessConnectorNet.NET Business Connector .BC.NET does not start • When you run Workflow BC. The journals capable of being integrated with workflow approvals must originate in the LedgerJournalTable and be accessible by the LedgerJournalTableForm.aspx? FamilyId=92DB8FD7-50D7-495E-BAB8B97144D762B2&displaylang=en . .com/downloads/details. Currently only those journals defined in General ledger > Setup > Journals may be integrated with workflow.Refereneces • Microsoft Dynamics AX 2009 White Paper: Integration of Workflow Capabilities into Journals http://www.microsoft. This white paper identifies the areas where code needs to be added or modified to enable workflow approvals integration for a specific journal type. com/solutions/archive/2008/07/ 30/using-microsoft-dynamics-ax-2009-workflowcontrols-in-ep.aspx ) .microsoft.aspx ) • Developing a Workflow (How Do I in Microsoft Dynamics AX 2009 SDK) (http://msdn.msdn.Refereneces • Using Microsoft Dynamics Ax 2009 Workflow controls in EP (http://blogs.com/enus/library/cc967389. AX2009 TIPS & TRICKS INTEGRATED TECHNOLOGIES CZESLAWA LANGOWSKA . Dynamics AX 2009 – Integrated technologies . dll should be copied – Kernel and application hotfix should be also installed • DAX 2009 SP1 contains hotfix – but also needs to patch file Microsoft.pdf ) – Then you can install Reporting extensions from RTM axSetup – After you will be able to apply SP1 on Reporting extension component .Dynamics.dll for axSetup from RTM version – please read Microsoft Dynamics AX 2009 SP1 Install Guide.microsoft.Dynamics.com/downloads/customer/AX/2009s p1/Microsoft_Dynamics_AX_2009_SP1_Install_Guide.ReportingServices.ReportingServices.Setup.0 – please note that axSetup should be patched and file Microsoft.com/knowledgebase/KBDisplay.MS SQL 2008 and DAX 2009 Reporting extensions • DAX 2009 RTM version – need hotfix KB957312 which can be downloaded: https://mbs.Setup.microsoft.pdf (https://mbs.aspx ?scid=kb$EN-US$957312&wa=wsignin1. and troubleshoot Kerberos double-hop authentication KB 917109: How to configure SQL Server 2005 Analysis Services to use Kerberos authentication • Solution: • References: . implement. Validate that the Report Manager URL is correct • When: We have 3 physical machines: – – – – – – – – SQL Server with Reporting Services + OLAP service AOS server MOSS 2007 Server Setup Service Principle names (SPN) on each server to allow the passing of Kerberos certificate MSDN blog: Enterprise Portal Kerberos Delegation for connecting to Reporting/Analysis Services on a different box TechNet blog: Understanding Kerberos Double Hop TechNet webcast: How to understand.Double hop issue • Error: – – An Error has occurred while establishing as connection to the Analysis Server or Reports don‟t display in the EP website from a Client Browser not local to the IIS server Cannot read information from SQL Server Reporting Services. As long as Server 1 would access Server 2 with his own Computer / Service Account we would not have any issue. . So Server1 needs to authenticate to Server2 again as the User. But sometimes the data returned by a Server needs to be "Security Trimmed" (not every user is allowed to see everything) and this is the case in our scenario.Why double hop issue? User Server 1 Server 2 • The problem starts when Server 1 is acting on behalf of the authenticated user. Domain name and password) as clear text so it can be easly passed to Server2 – not recomended and Enterprise Portal does not support this • NTLM – Windows Integrated – does not send credential as clear text instead client is sending unique hash with user credential.double hop issue .Why double hop issue? User Server 1 Server 2 • Basic authentication – sends use credential (User name. comparing own build hash with hash sent by client. To verify hash the Domain Controller is involved too. but Server1 does not know password so it not authenticated to Server2 . but then Server1 has to build new hash to get authenticated to Server2. It works fine for Server1. Kerberos authentication sends „tickets” which is issued by Active Directory Domain Controller.com/askds/archive/2008/06/13/understanding-kerberos-doublehop.technet. Server1 can reuse the ticket received and pass it to Server2. the following blog is a good starting point: http://blogs.Why double hop issue? User Server 1 Server 2 • Kerberos – introduced with Windows 2000 and requiries Active Directory. This concept is called „delegation” If you want to know more. So the client (user) is sending Server1 Kerberos ticket.aspx . com/downloads/details.aspx? FamilyID=3D2463FC-EA13-40EF-A3752DA2F379652C&displaylang=en .com/downloads/details.microsoft.aspx? FamilyID=be720eb3-649a-49ff-b019a1e4e7af6b47&DisplayLang=en • Microsoft Dynamics AX 2009 White Paper: Configuring Enterprise Portal and Role Centers with SQL Reporting http://www.Set up Kerberos for DAX environment • Microsoft Dynamics AX 2009 White Paper: Configuring Kerberos Authentication with Role Centers: http://www.microsoft. aspx?FamilyId=28CDB057416A-497E-A7E0-8D52C4EB1BFB&displaylang=en ) Reducing cubes is a semi-automated process (AX functionality does only part of the work) There is a white paper that should be followed by a customer or a partner when reducing pre-built cubes at a customer site. This is a developer scenario: white paper assumes following skills – Understand OLAP concepts – Familiarity with SQL server BI development studio (SQL 2005 or SQL 2008) Time needed: 2~4 Hrs – Dependent on skill level of the developer/partner – Depends on the amount of Licenses reduced from the full configuration • • After reducing pre-built cubes.com/downloads/details. analytics content needs to be reduced (OLAP Reports exposed via role centers or menu items.OLAP default cubes are not processing • • • • • OLAP Cubes are built assuming a full Demo license key. once different license is applied cubes cannot be proccessed Repairing Default OLAP Cubes White Paper for Microsoft Dynamics AX 2009 (http://www.microsoft. KPIs ) – Time needed: 1~3 Hrs – Depends on the amount of Licenses reduced from the full configuration – Depends on the number of Role Center pages used . doc) • In document you can find – The list of used WebParts – The list of Reports from SQL Reporting Services (type: chart.. report.com/dynamics/ax/using/ax_ rolecenterreference.mspx you will find every Role Center detailed described (.microsoft. if it is depended on queue.Role center • How can I get information what reports and what KPIs are used on the Role Center? • https://www.\Documents\Pizza sessions\FIM_Accounting_Mgr. select criteria) – List of KPIs – and how they are counted . NET Framework 3.5 NOTE: Install regardless of operating system .msi – Windows SDK for Windows Server 2008 and .exe Microsoft Domain-Specific Language Tools • Rootcause: – Required components are not installed • Solution: – Microsoft Visual Studio 2008 Shell (isolated mode) Redistributable Package NOTE: Install regardless of operating system Step 1 – Save the download locally Step 2 – Extract the package Step 3 – run the vs_appenvredist.Problem with deploying DAX 2009 reports • During report deployment you get error: – Microsoft Dynamics AX Reporting Project Deployment: The following components have not been installed or are not configured correctly: AL. LogonFaile dException • Rootcouse – Execution account for SQL Reporting Services is setup • Solution: – Leave execution account blank on SSRS 2005 or set it to BC proxy account on SSRS 2008 .Dynamics.Dynamics AX SSRS reports not working • Enterprise Portal (EP) web site runs but not the reports in the EP web parts: – Dynamics Adapter LogonAs failed or – Microsoft.BusinessConnectorNet. <Instance>\Reporting Services\ReportServer and restore it after SQL update .config file • Solution – Reinstall reporting extensions – Backup copy of \Program Files\ Microsoft SQL Server \ MSSQL.Dynamics AX SSRS stopped working • When you try to run AX report you get error: – An attempt has been made to use a data extension 'AXDATAMETHOD' that is not registered for this report server. (rsDataExtensionNotFound) or data extension 'AXQUERY' and 'AXADOMD' • Rootcause: – SSRS updates or Service Packs remove entries from rsreportserver. 4) The dimension „[Ledger period trans date]‟ was not found in the cube … • Rootcause: – Cubes were not proccessed – No data in table LedgerPeriodTimeDimension • Solution: – Check if there is data in table LedgerPeriodTimeDimension if not run job: static voind PopulateData(Args _args) { . } – Proccess cubes . LedgerPeriodTimeDimension::populate(). Query (9.Dynamics AX SSRS reports not working • On the report you get error: – Query execution failed for data set „Year‟. Dynamics AX SSRS reports not working • You get error: – Query execution failed for data set … The dimension „[Master Company Reporting Currency]‟ was not found in … • Rootcause: – Exchange rate from Analysis services was not set up • Solution: – Go to Administration -> Setup -> Business analysis > OLAP -> Setup Exchange Rate and setup exchange rate – Proccess cubes . DAX 2009 Enteprise Portal and .aspx?s cid=kb$EN-US$957312&wa=wsignin1.pdf ) .5 SP1 is intalled on EP machine • Solution: – Uninstall .pdf (https://mbs.microsoft.5 SP1 • On your DAX 2009 Enterprise Portal you get error: – A ProgressTemplate must be specified on UpdateProgress control with ID 'AxProgressControl' • Rootcause: – .NET Framework 3.NET Framework 3.0 – Apply SP1 for DAX 2009 – NOTE there is special step needed to install SP1 on DAX 2009 please follow Microsoft Dynamics AX 2009 SP1 Install Guide.5 SP1 and install .com/knowledgebase/KBDisplay.NET Framework 3.5 – For RTM apply hotfix https://mbs.com/downloads/customer/AX/2009sp1/ Microsoft_Dynamics_AX_2009_SP1_Install_Guide.microsoft.NET Framework 3. Details: System.ArgumentException: Field days does not exist.KPI does not work • You get error on you KPI: – An exception has occurred in data source 'TimeStep'. • Rootcause: – Date is sent in other format than „en-us‟ so analysis services cannot parse it. • Solution: – Change settings on client IE in Tools -> Internet options -> Languages into EN-US . © 2006 Microsoft Corporation. . All rights reserved. Microsoft makes no warranties. This presentation is for informational purposes only. in this summary. express or implied.